L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
35
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 18 listed it in both
Shares listed
209,292,437
combined, among listed positions
Reported value
$9.3bn
combined, at the quarter end

Among the 92 comparable managers: 11 buyers (opened or added shares) and 25 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -11,287,495.

Managers listing SU in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

35 of 35 holders

ActionFiling
Elliott Investment Management LP52,670,800$2.3bn10.34%Held018 Feb 2026 (the filing on sec.gov)
Artisan Partners LP32,818,241$1.5bn2.18%Trimmed-1,050,53417 Feb 2026 (the filing on sec.gov)
Dodge & Cox27,257,754$1.2bn0.65%Trimmed-214,20013 Feb 2026 (the filing on sec.gov)
Invesco Ltd16,572,479$735m0.07%Trimmed-2,487,91419 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)14,095,423$626munder 0.1%Added+4,356,48117 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP11,781,229$523m0.31%Trimmed-1,554,01013 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC9,968,771$443m0.73%Trimmed-2,882,51710 Feb 2026 (the filing on sec.gov)
MFS Investment Management8,125,478$360m0.12%Trimmed-10,696,05522 Jan 2026 (the filing on sec.gov)
AQR Capital Management LLC6,016,483$267m0.14%Added+5,938,71917 Feb 2026 (the filing on sec.gov)
Millennium Management LLC5,478,063$243m0.10%Added+3,301,39117 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc5,007,854$222munder 0.1%Trimmed-600,79117 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors4,973,331$221munder 0.1%Added+13,02811 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP2,780,909$123m0.17%Added+101,01817 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP2,036,954$90m0.10%Trimmed-911,60317 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,836,287$81munder 0.1%Trimmed-726,88417 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,062,693$47munder 0.1%Trimmed-78,21717 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP1,059,644$47m0.10%Added+12,89717 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd786,038$35munder 0.1%Trimmed-1,887,42717 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP701,340$31m0.06%Trimmed-300,90017 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC595,974$26m0.09%Trimmed-459,31617 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC551,974$25munder 0.1%Trimmed-111,26717 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP467,473$21m0.08%Trimmed-41,13913 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC400,738$18munder 0.1%Trimmed-1,51627 Oct 2026 (the filing on sec.gov)
PDT Partners LLC391,043$17m1.13%Added+38,58117 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP382,664$17munder 0.1%Added+30,07517 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
17 in Q3 2024 to 23 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SU by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20139$5.6bnn.a.n.a.
Q3 201311$7.6bnn.a.n.a.
Q4 201314$6.9bnn.a.n.a.
Q1 201416$6.6bnn.a.n.a.
Q2 201420$8.7bnn.a.n.a.
Q3 201416$7.7bnn.a.n.a.
Q4 201412$7.6bnn.a.n.a.
Q1 201515$7.6bnn.a.n.a.
Q2 201516$7.3bnn.a.n.a.
Q3 201515$7.8bnn.a.n.a.
Q4 201513$7.6bnn.a.n.a.
Q1 201615$9.4bnn.a.n.a.
Q2 201615$9.9bnn.a.n.a.
Q3 201615$10.5bnn.a.n.a.
Q4 201615$13.2bnn.a.n.a.
Q1 201714$12.2bnn.a.n.a.
Q2 201718$11.2bnn.a.n.a.
Q3 201720$14.0bnn.a.n.a.
Q4 201719$14.8bnn.a.n.a.
Q1 201822$14.0bnn.a.n.a.
Q2 201818$14.6bnn.a.n.a.
Q3 201820$11.8bnn.a.n.a.
Q4 201824$8.2bnn.a.n.a.
Q1 201924$8.9bnn.a.n.a.
Q2 201926$8.9bnn.a.n.a.
Q3 201923$9.0bnn.a.n.a.
Q4 201921$9.3bnn.a.n.a.
Q1 202021$3.9bnn.a.n.a.
Q2 202017$3.6bnn.a.n.a.
Q3 202014$2.4bnn.a.n.a.
Q4 202015$3.4bnn.a.n.a.
Q1 202119$4.4bnn.a.n.a.
Q2 202116$5.2bnn.a.n.a.
Q3 202119$3.9bnn.a.n.a.
Q4 202120$4.5bnn.a.n.a.
Q1 202219$5.9bnn.a.n.a.
Q2 202225$6.3bnn.a.n.a.
Q3 202223$4.7bnn.a.n.a.
Q4 202222$5.4bnn.a.n.a.
Q1 202321$4.6bnn.a.n.a.
Q2 202315$4.3bnn.a.n.a.
Q3 202318$6.4bnn.a.n.a.
Q4 202316$5.7bn99
Q1 202420$8.3bn174
Q2 202420$8.9bn129
Q3 202417$7.9bn106
Q4 202417$7.4bn108
Q1 202519$8.1bn126
Q2 202521$7.5bn910
Q3 202518$8.5bn108
Q4 202521$9.0bn1125
Q1 202623$13.6bn1820
Q2 202623$9.5bn2216

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SU and GEV →SU and XOM →SU and CVX →Choose a stock to compare with SU →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SU, latest filings →Back to the 13F Explorer →